Late archiving with Mobius

Late archiving hands a document image to a downstream archiving system and is performed during document export.

Kofax AP Agility Invoice processing can generate a Mobius-compliant list file for import into the Mobius archiving solution during document export.

You can configure late archiving with Mobius by following these steps..

  1. Open Kofax AP Agility with Administrative privileges.
  2. From the menu, select Settings > IP Configuration.

    The IP Configuration page is displayed.

  3. Select Invoice Export.
  4. If necessary, select the Capture Profile from the list.
  5. Select CSV.

    The CSV Export Settings are displayed.

  6. Select Active if it is not already selected.

    If you are selecting Active for the first time, click Save.

  7. Click New and then add the following values.
    OptionValue

    Output File

    Selected

    Filepath

    \\myMachine\MobiusImportFI

    Filename

    Leave blank

    File Type

    TXT

    File Prefix

    FI

    Separator

    Leave blank

    Date Format

    Leave blank

    Date Separator

    Leave blank

    Invoice Type

    NPO

    Output Image

    Selected

    Format Line 1

    REPORT-ID=FIDOC

    Format Line 2

    FILE=<%TND>,TYPE=TIF,"SECTION=<%ERP>"

    Format Line 3

    TOPIC-ID=SCANDOC,"TOPIC-ITEM=<%TNF>"

    Format Line 4

    TOPIC-ID=COMPCODE,"TOPIC-ITEM=<%CCO>"

    Format Line 5

    TOPIC-ID=VDRLINK,"TOPIC-ITEM=<%ERP>"

    Line Item

    Leave blank

  8. Click Save.

    The new CSV export file is added to the table.

  9. Optionally, add additional entries for PO and NPO invoices, each with different directories if required.